See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,966 | $168,632+22.7% | $147,614+40.2% | $125,391+65.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.01% | 77.65%-83.7pp | 61.98%-68.0pp | 282.22%-288.2pp |
| Employer contribution / active EE | $39,540 | $6,252+532.4% | $5,564+610.6% | $4,866+712.6% |
| Participant deferral / active EE | $20,331 | $5,507+269.2% | $4,895+315.3% | $5,352+279.9% |
| Admin fee / account holder | $157 | $13,580-98.8% | $11,611-98.6% | $9,540-98.4% |